Which RetireEasy LifePlan is right for you?

You want to know how long your funds will last in retirement…
but your finances might be straightforward or more complex.

So there are three different LifePlans to choose from – allowing you to select the one that meets your needs best and provides you with the right platform to make an informed decision about your future.

LifePlan BASIC is for you if…

you have only one asset in each of the following categories: ISA, National Savings or Share or Fund investment or you are happy to consolidate into one entry in each category.

you have no plans to downsize your home in the future, or of taking out a Lifetime Mortgage;

you only need to see the headlines and not the details of how your finances will perform throughout your retirement.

LifePlan PREMIUM costs just £6.99 per month

It’s easy to upgrade your account, or (if you find you no longer need it) to move back to a simpler one.

Retire Easy Ltd.

RetireEasy is the UK’s only independent retirement planning tool. LifePlan gives you an overview of all of your assets – including investments, pensions, savings, business assets and properties – and the income you will receive after liabilities such as debts, mortgages and income tax. It is not just a snapshot, but shows you how your finances will evolve throughout your retirement.

Premium LifePlan not only provides live updates on stocks and fund values, provided by Morningstar, and you can model a Lifetime Mortgage, create and compare up to 3 scenarios of your financial future, radically reduce life insurance costs through a Life Assurance Premium Checker and you can print user-friendly narrative reports.

RetireEasy was established in 2011 and has helped thousands of users to understand their finances throughout retirement and adjust their plans to ensure that their money will last.

LifePlans

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Not yet retired?

You can now include all your additional savings, investments and Pension Contributions between now and your retirement, taking into account increasing these Additional Contributions year-on-year and stipulating whether these are one-off or recurring contributions. As always, you can revisit these projections and change them at any time either when your expectations change, or you have real numbers to replace projections already made.

New useful charts?

There are now three additional charts, further breaking down your assets and income.

Download your data in a spreadsheet?

You can now also download spreadsheets giving you the opportunity to view all of your entered information, and your entire LifePlan in one glance.